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January 10, 2022 in
Setting 2022 Goals for Your Business? Consider These Ideas
With a new year comes the opportunity to set new objectives, and to make changes to your business to benefit your growth, as well as impact the...
January 13, 2022
Optimise your estate plan for 2022 and beyond
New year’s resolutions may be short-lived, but having a solid estate plan in place is crucial to your long-term financial well-being.
With 2022 well underway, use these helpful tips to refine your plan and prepare for the future.
Five ways to refine your plan for the future:
- Involve heirs and your wealth manager
- Consolidate in a secure portal
- Remain responsive to any policy changes
- Consider any changes in your life
- Take charitable giving into account
Here’s the link: Optimise your estate plan for 2022 and beyond